Agency ad account onboarding: what to prepare before delivery

Send a useful business brief

Start with your website, actual product, target countries, intended advertising spend and the people who will run campaigns. List the Page, Instagram account, dataset and catalog you already control. Tell the supplier about any relevant restriction rather than assuming a new arrangement resolves it.

For a regulated activity, complete the product and market eligibility work first. The brief should describe the real business. It should not present a harmless substitute for the service that customers will actually encounter.

Confirm the exact package and payment

Request a written summary of supplied assets, access method, setup scope, support and conditions. A package name alone is not a delivery checklist. Record anything that remains conditional and avoid treating an indicative setup time as a guaranteed platform outcome.

For Elite Ecom’s single-account offer, the service starts at $1 for month one, then $750 per month with a two-month minimum. A separate minimum $1,000 advertising deposit makes the minimum starting payment $1,001 before disclosed additional charges. Other packages require their own quote.

Prepare authorized access

Assign the business owner who approves access and the operator who tests it. Record each asset’s ID and required task. Use the supported authorized mechanism for that arrangement rather than sharing private login or recovery information in a group conversation.

Meta’s business portfolio materials cover accounts, permissions and security as distinct setup topics. Treat ownership, ability to run campaigns and ability to change billing as questions to verify, not as automatic consequences of receiving one invitation.

Complete an acceptance check

Use a short record to compare delivery with the agreement. Mark each item confirmed, pending or not applicable. Do not record an item as working merely because a screenshot showed it in another person’s account.

• The delivered account and assets match the agreed scope.
• The intended operator can perform the authorized tasks.
• Billing and funding responsibilities are understood.
• The credited advertising amount can be reconciled.
• The support contact and incident process are recorded.

Agree the first operational handover

Record the date, remaining questions and person responsible for each one. Your team should decide when the campaign is ready, using the actual ad, destination, settings and funding state. Account delivery alone is not an approval of the advertising content.

Elite Ecom provides accounts and support; campaign management remains with you. Bring the completed brief to Telegram to discuss availability and the relevant arrangement. Keep the final quote and handover record together for future support and renewal decisions.